FinTech: What an Opportunity for Banks! SIS FinTech Strategy Consulting, headed by Simon Margot, works with Banks and Financial Institutions to take advantage of the new wave of FinTech solutions! - Market Opportunity - Market Entry Strategy - Competitive Analysis - M&A Target identification - Technology Acquisition & Adoption Strategy Learn more at: https://www.sisinternational.com/solutions/fintech-research-consulting/

1. FinTech
Research & Consulting

2. 1984
Founded by Ruth Stanat 150
More than
employees & collaborators
Projects
conducted
in more than
120
countries
We have worked with
70%
Fortune 500 companies
Offices in
continents
$12
MILLION
revenue

3. SIS EXECUTIVE
TEAM

4. Ruth Stanat
President & CEO
NYC Headquarters
Michael Stanat
Director of Global
Operations
Sales Team
Brian Jeon
Senior Business
Development
Hyunjin Kim
Business Development
Associate
Conor McGlade
Business Development
Associate
Alain Rocha
Project Manager
Operations Team
Delores DiGiovanni
Senior Project Manager
& Moderator
Lisa Wu
Project Manager &
Moderator
Melissa Goldstein
Project Manager
Bao Ton-That
Project Manager
Consulting & Strategy
Team
Jordan Grosso
Business
Development
Javier Santos
Head of Data Analytics
Omar Bencosme
Project Manager
Andrew Coleburn
Manager of Content
SIS China
Anita Meng
Country Manager
SIS Japan
Taeko Maekawa
Country Manager
SIS EMEA
London Office
Duilio Bini
Managing Director
Edward Duesterberg
Project Manager
Thomas Castro
Facility Manager
SIS Management
Simon Margot
Head of Consulting &
Strategy
Damir Gilyazov
Manager of Market
Intelligence
Finance Team
David Ainahmanesh
Director of Finance
Andrea Grassi
Project Manager

5. SIS Core Competencies

6. 62019 SIS International Research
www.sisinternational.com
World Wide Headquarters 11 East 22nd Street, 2nd Floor, New York, NY 10010 t: +1 212 505 6805
SIS International – Key Strengths
“Where 35 years of experience merges with a hungry & dynamic staff”
International Capabilities Insightful Research Consulting
SIS International has and can
conduct projects in all
continents.
We have competent staff and
long-time trusted partners on
the ground. SIS has extensive
experience in emerging
markets such Asia & Middle
East.
From consumers to CTOs,
passing by VPs, SIS International
can recruit and provide insights
from any type of respondents.
SIS International can recruit any
type of respondents in any
country. If we don’t have the
panel: we recruit for you.
• M&A Advisory for Technology
Acquisition
• Technology Disruption Protection
• Value Chain Analysis
• Market Entry Strategy
• FinTech Development paths
(internally/Outsourced)
• Quantitative Survey
• Qualitative Studies
• FinTech tool Development

7. Advisory Solutions
SIS International has developed strong
talent. Our teams can tackle problems
such as: Technology Acquisition, tool
development, Market entry strategies,
etc.
Competitive Intelligence
What are your competitors doing?
What are they developing? How do
they use FinTech and Artificial
Intelligence to gain competitive
advantages?
Market Sizing
Analysis of the market in term volume,
revenue and clients.
SIS does a complete analysis of the
target industry, assesses its current sizes
and future growth.
We also prepare a market entry
strategy for you.
Customized Development
Based on your unique situation, SIS
prepares a scorecard based on 6 KPIs
to decide whether you should develop
your FinTech solutions internally or not.
SIS International
Solutions
Market Research Strategy Consulting

8. FINTECH
MARKET RESEARCH

9. 92019 SIS International Research
www.sisinternational.com
World Wide Headquarters 11 East 22nd Street, 2nd Floor, New York, NY 10010 t: +1 212 505 6805
SIS Research Design
 International
Reach
 Build-on the
findings from
Phase II
Phase III –
Quantitative
 Overview of the
Market
 Allows better
focus & targeting
of phase II and III
Phase I –
Secondary Research
 Market Entry
Strategy
 Portfolio Expansion
 Competitive Analysis
Phase IV –
Strategic Analysis
 Market Message
 Testing out client's
hypothesis
 Focus Group Co-
creation
 Generates the focus
points for the
Quantitative Phase
(i.e. Phase III)
Phase II –
Qualitative
Information
Insights
Expertise
Implementation

10. 102019 SIS International Research
www.sisinternational.com
World Wide Headquarters 11 East 22nd Street, 2nd Floor, New York, NY 10010 t: +1 212 505 6805
Focus Group Facility –
New York City
SIS International owns its own focus
group facility in the heart of
Manhattan.
• 2 Focus Group Rooms with one
way mirrors
• 2 Viewing Rooms for SIS clients to
observe and interact with our
moderators.

11. FINTECH
CONSULTING

12. • What technologies could disrupt your business model?
• Is there inefficiencies in your operations or services?THREAT OF DISRUPTION01
02
03
04
05
• Does your organization has the internal capabilities to
design, build and implement the tool?
• Can your organization run it after implementation?
• Could you hire the skills?
• What would be the immediate and long-term costs of
developing internally vs outsourcing or acquiring?
• Should the data and/or the design of the tool be kept within
the organization?
• Is there a capable outsourcing partner a viable acquisition
target?
TECHNOLOGY CAPABILITIES
COST – SHORT & LONG TERM
INTELLECTUAL PROPERTY
AVAILABLE TARGETS/PARTNERS
INTERNAL OR EXTERNAL
DEVELOPMENT?
Based on Simon J. Margot & SIS Internal vs. External Technology Development Model

13. 132019 SIS International Research
www.sisinternational.com
World Wide Headquarters 11 East 22nd Street, 2nd Floor, New York, NY 10010 t: +1 212 505 6805
FinTech: an Opportunity,
Not an enemy
70%
Americans want their banks to provide
technology beyond traditional services.
55%
Americans face financials problems that
technology could solve: Billing, fees disclosure, etc.
Take Advantage! – OITD Model
Market Analysis & Sizing
Market Entry
Strategy
Technology
Acquisition
Protected from
Disruptive
Technology
Smooth
Expansion
Results

14. SIS FINTECH
PAST CLIENTS

15. 152019 SIS International Research
www.sisinternational.com
World Wide Headquarters 11 East 22nd Street, 2nd Floor, New York, NY 10010 t: +1 212 505 6805
Some of our clients:

16. SIS International FinTech –
Last 12 Months
M&A Advisory project to acquire AI capabilities
• Shortlisting targets through M/G, Financial KPIs, etc.
• Top-to-Bottom analysis of the selected targets (Executive
teams, Business Models, etc.)
• Final Recommendations on best strategic fit for client’s goals
Market Sizing & Feasibility for an American Lender
• Focus Group in NYC with key stakeholders from future
clients
• Analysis of Market Size & Final Recommendations
Market Entry Strategy for an AI Software in Finance
• Identifying the key market spaces
• Generating a 12 month road map through M&A
+ 2 other projects including traders & PayTech testing.

17. 172019 SIS International Research
www.sisinternational.com
World Wide Headquarters 11 East 22nd Street, 2nd Floor, New York, NY 10010 t: +1 212 505 6805World Wide Headquarters 11 East 22nd Street, 2nd Floor, New York, NY 10010 t: +1 212 505 6805
SIS
International
Mission
To provide actionable Research,
Strategy and Consulting, around
the world and everywhere our
clients may be, helping them to
address their strategic priorities
and capture strategic
opportunities.
More
than 70%
Of Fortune 500
companies trust SIS
International

18. Offices
on 3Continents
35+
Years of
Experience in
Market Research
and Consulting